CFA financial advisors in Virginia
How do I find fee-only advisors who hold the CFA in Virginia?
In Virginia, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Camille Svitek of Evermay Wealth Management, Matthew Jenkins of Noble Hill Planning LLC and Ryan Phillips of GuidePoint Financial Planning.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Camille Svitek Evermay Wealth Management, Arlington Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Matthew Jenkins Noble Hill Planning LLC, Richmond Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Ryan Phillips GuidePoint Financial Planning, Great Falls Holds the CFP and CFA. Fees on file: one-time planning fee, ongoing planning fee.
- Rast Gozeh Kassira Wealth Management, Tysons Corner Holds the CFP and CFA. Fees on file: percentage of assets.
- Darren Koch Steigerwald, Gordon & Koch Inc., Leesburg Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jennifer Luzzatto Strathmore Capital Advisors, Glen Allen Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 74
- Firms
- 53
- Cities
- 24
- Hold the CFP
- 24%
- Other credentials: CFA 100% · CPA 1% · EA 1%
- How they charge (of 74 with fees on file): percentage of assets 89% · fixed fees 70% · hourly 38% · performance-based fees 16%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Virginia are there?
The Wellspent public graph lists 74 fee-only advisors who hold the CFA in Virginia, at 53 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Virginia located?
Of the 74 fee-only advisors who hold the CFA in Virginia, 25 are in Richmond, followed by 6 in Alexandria and 5 in Vienna.
How do fee-only advisors who hold the CFA in Virginia charge?
The most common fee among fee-only advisors who hold the CFA in Virginia is a percentage of assets, used by 89% of the 74 with fees on file. Many use more than one: 70% charge fixed fees and 38% charge by the hour.
How many fee-only advisors who hold the CFA in Virginia hold the CFP?
24% of the 74 fee-only advisors who hold the CFA in Virginia hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Virginia?
Fee-only financial advisors in Virginia charge a median of $4,992 a year for ongoing planning. We found this across the published prices of 25 Virginia firms.
How much does a one-time financial plan cost in Virginia?
A one-time financial plan from a fee-only firm in Virginia has a median price of $1,500. We found this across the published prices of 21 Virginia firms.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Virginia?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA in Virginia?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 74 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Darren Koch | Steigerwald, Gordon & Koch Inc. | Leesburg | CEPA, CFP, CRPS, Other | Percentage of assets, Hourly |
| Matthew Jenkins | Noble Hill Planning LLC | Richmond | CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Ryan Phillips | GuidePoint Financial Planning | Great Falls | CFP, CFA | One-time planning fee, Ongoing planning fee |
| Marshall Chambers | Heritage Wealth Advisors | Richmond | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Shriver | Alexander Randolph Advisory | Reston | CFP, CFA | Percentage of assets, Hourly |
| Ashley Heatwole | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFP, CFA | Percentage of assets |
| Caroline Baronian | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| David Armstrong | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| David Nelson | Monument Wealth Management | Alexandria | CFA | Percentage of assets |
| John Jordan | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Steven Henderson | Heritage Wealth Advisors | Richmond | CFA | Percentage of assets, Fixed fees |
| Alessandro D'Agaro | D'Agaro Financial Advisory | Alexandria | CFA | Percentage of assets, Hourly |
| Asa Graves | Graves Light Lenhart Private Wealth Management | Harrisonburg | CFA | Percentage of assets |
| Austin Brockenbrough IV | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Charles Caravati | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Culbertson | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Christopher Dion | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| David Lyons | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Eric Montemaggi | Aurora Pointe Capital | Mclean | CFP, CFA | Percentage of assets, Fixed fees |
| Evan Moog | Wills Financial Group | Richmond | CFA | Percentage of assets, Hourly |
| Evgeniy Yashin | Signet Financial Management of Southwest Florida | Sterling | CFA | Percentage of assets, Hourly |
| John Bowers | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Joseph Jennings | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Martin King | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Miles Laubinger | Potomac Wealth Management | Great Falls | CFA | Percentage of assets, Hourly |
| Robert Burke | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Ty Bilderback | Solitude Financial | Charlottesville | CFP, CFA | Percentage of assets, Hourly |
| William Claiborne | Brockenbrough | Richmond | CFA | Percentage of assets, Fixed fees |
| Andrew Lam | Strategent Financial | Harrisonburg | CFP, CFA | Percentage of assets, Hourly |
| Camille Svitek | Evermay Wealth Management | Arlington | CFA, CFP, JD, CPA | Percentage of assets, Fixed fees |
| Claire Emory | Clarity Financial Planning | Arlington | CFA, CFP, MA, MBA | Fixed fees |
| Robert Lee | Genesis by Doxa | Arlington | CFA | Percentage of assets |
| Stephen Jacobson | Verdence Capital Advisors | Alexandria | CFP, CFA | Percentage of assets, Hourly |
| Will Gibson | Bay Rivers Group Wealth Partners | Williamsburg | CFP, CFA | Percentage of assets, Hourly |
| Christopher Devlin | Selective Wealth Management | Forest | CFA | Percentage of assets |
| John Rathnam | Rathnam Capital | Leesburg | CFA | Percentage of assets, Hourly |
| Jonathan Wagner | WS Wealth Management | Washington | CFA | Percentage of assets, Fixed fees |
| Michael Shea | 8th Street Investments | Alexandria | CFA | Hourly, Flat fee or retainer |
| Michael Burns | Campion Asset Management | Fairfax | CFA | Percentage of assets, Hourly |
| Terence Burns | Campion Asset Management | Fairfax | CFA | Percentage of assets, Hourly |
| Herbert Hopwood | Hopwood Financial Services | Reston | CFP, CFA | Percentage of assets, Hourly |
| Jennifer Luzzatto | Strathmore Capital Advisors | Glen Allen | CFP, CFA | Percentage of assets, Fixed fees |
| Kevin Galvin | Hopwood Financial Services | Reston | CFP, CFA | Percentage of assets, Hourly |
| Peter Tuz | Chase Investment Counsel | Charlottesville | CFP, CFA | Percentage of assets, Hourly |
| Rast Gozeh | Kassira Wealth Management | Tysons Corner | CFP, CFA | Percentage of assets |
| Andrew Eskelsen | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Andrew Kalman | Salem Investment Counselors | Arlington | CFA | Percentage of assets, Hourly |
| Benjamin Corson | D'orazio Wealth Advisors | Vienna | CFA | Fixed fees |
| Brett Corsello | Juno Financial Group | Richmond | CFA | Percentage of assets, Fixed fees |
| David Kenerson | Virginia Global Asset Management | Norfolk | CFA | Percentage of assets, Hourly |
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